Kerusso Capital Management LLC: 13F holdings
CIK 20295972026Q2
| Positions | 58 |
|---|
| Reported value | $274.4m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 58 (+5 vs prior quarter) |
|---|
| Reported value | $274.4m (+37.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 29,232 | $8.5m | 3.1% |
| MU MICRON TECHNOLOGY INC | 7,028 | $8.1m | 3.0% |
| AXP AMERICAN EXPRESS CO | 22,741 | $7.7m | 2.8% |
| URI UNITED RENTALS INC | 6,712 | $7.6m | 2.8% |
| QCOM QUALCOMM INC | 39,161 | $7.2m | 2.6% |
| CAT CATERPILLAR INC | 6,705 | $7.1m | 2.6% |
| WSM WILLIAMS SONOMA INC | 30,116 | $7.0m | 2.6% |
| DVN DEVON ENERGY CORP NEW | 157,066 | $6.5m | 2.4% |
| GILD GILEAD SCIENCES INC | 50,385 | $6.4m | 2.3% |
| PFG PRINCIPAL FINANCIAL GROUP IN | 58,567 | $6.3m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2029597")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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